MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.02M
3 +$2.5M
4
INTC icon
Intel
INTC
+$1.71M
5
XOM icon
Exxon Mobil
XOM
+$1.69M

Top Sells

1 +$3.02M
2 +$2.8M
3 +$2.64M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M
5
COP icon
ConocoPhillips
COP
+$868K

Sector Composition

1 Industrials 46.73%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$2K ﹤0.01%
50
-170
902
$2K ﹤0.01%
53
903
$2K ﹤0.01%
132
904
$2K ﹤0.01%
28
905
$2K ﹤0.01%
+51
906
$2K ﹤0.01%
14
-72
907
$2K ﹤0.01%
67
908
$2K ﹤0.01%
58
909
$2K ﹤0.01%
37
-40
910
$2K ﹤0.01%
60
911
$2K ﹤0.01%
350
912
$2K ﹤0.01%
400
913
$2K ﹤0.01%
63
914
$2K ﹤0.01%
898
915
$1K ﹤0.01%
26
916
$1K ﹤0.01%
8
-36
917
$1K ﹤0.01%
9
918
$1K ﹤0.01%
22
-102
919
$1K ﹤0.01%
+38
920
0
921
$1K ﹤0.01%
145
922
$1K ﹤0.01%
63
923
$1K ﹤0.01%
+41
924
$1K ﹤0.01%
63
925
$1K ﹤0.01%
25